Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.6K Sell
10,304
-1,147
-10% -$4.19K 0.01% 461
2025
Q1
$30.5K Buy
+11,451
New +$30.5K ﹤0.01% 291
2023
Q1
Hold
0
774
2022
Q4
Sell
-298
Closed -$2K 968
2022
Q3
$2K Sell
298
-2,202
-88% -$14.8K ﹤0.01% 645
2022
Q2
$15K Sell
2,500
-27,500
-92% -$165K ﹤0.01% 610
2022
Q1
$386K Buy
+30,000
New +$386K 0.04% 161
2021
Q4
Hold
0
425